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MOGY JOEL R INVESTMENT COUNSEL INC 13F Holdings
Holdings from the most recent 13F from MOGY JOEL R INVESTMENT COUNSEL INC
Filed: 2023-08-14 (Q2 2023) | Holdings: 115 | Value: $1.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 10.57% | $133.0M | +22.19% | +5.24% | +26.27% | ||
| MSFT - MICROSOFT CORP | Reduce 1% $(550.0K) | 8.40% | $105.7M | +20.28% | +14.92% | +31.61% | |
| COST - COSTCO WHSL CORP NEW | 4.51% | $56.7M | +70.81% | +6.76% | +61.25% | ||
| NVDA - NVIDIA CORPORATION | Add 2% ($819.0K) | 4.30% | $54.1M | +159.88% | +9.72% | +175.80% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 3.87% | $48.7M | +38.92% | -0.06% | +23.48% | ||
| AMZN - AMAZON COM INC | Add 1% ($278.2K) | 3.58% | $45.1M | +42.01% | +2.25% | +26.80% | |
| GOOG - ALPHABET INC | Reduce 1% $(241.5K) | 3.58% | $45.1M | +29.04% | +3.64% | +24.14% | |
| V - VISA INC | 3.58% | $45.0M | +39.11% | +2.74% | +11.11% | ||
| CRM - SALESFORCE INC | Add 2% ($756.3K) | 3.32% | $41.8M | +36.06% | +4.32% | +25.30% | |
| GOOGL - ALPHABET INC | 2.95% | $37.1M | +28.08% | +2.68% | +23.18% | ||
| PANW - PALO ALTO NETWORKS INC | Add 2% ($836.3K) | 2.95% | $37.1M | +64.29% | +17.25% | +57.11% | |
| HD - HOME DEPOT INC | 2.86% | $35.9M | +14.11% | -6.51% | +11.39% | ||
| IDXX - IDEXX LABS INC | Add 2% ($718.7K) | 2.76% | $34.8M | -18.50% | -8.98% | -4.05% | |
| SBUX - STARBUCKS CORP | 2.74% | $34.5M | +2.24% | +6.47% | -3.42% | ||
| INTU - INTUIT | Add 1% ($262.1K) | 2.69% | $33.8M | +18.78% | +10.78% | +30.60% | |
| ACN - ACCENTURE PLC IRELAND | 2.38% | $30.0M | +6.91% | +5.15% | +6.28% | ||
| SYK - STRYKER CORPORATION | Add 1% ($341.4K) | 2.29% | $28.8M | +29.75% | -0.05% | +18.63% | |
| ADBE - ADOBE SYSTEMS INCORPORATED | Add 2% ($579.0K) | 2.22% | $27.9M | -15.39% | +14.85% | +6.91% | |
| META - META PLATFORMS INC | Add 1% ($240.2K) | 2.17% | $27.3M | +103.15% | +8.68% | +75.88% | |
| JNJ - JOHNSON & JOHNSON | Reduce 1% $(225.3K) | 2.10% | $26.4M | -0.49% | -13.26% | -5.05% | |
| PEP - PEPSICO INC | 2.07% | $26.1M | -14.53% | -8.04% | -2.93% | ||
| ISRG - INTUITIVE SURGICAL INC | 1.82% | $22.9M | +62.47% | -4.20% | +56.87% | ||
| PG - PROCTER AND GAMBLE CO | 1.66% | $20.9M | +12.14% | -2.19% | +10.52% | ||
| ORCL - ORACLE CORP | Reduce 2% $(309.6K) | 1.52% | $19.2M | +33.11% | -0.84% | +20.22% | |
| MA - MASTERCARD INCORPORATED | Add 1% ($175.8K) | 1.22% | $15.3M | +33.14% | -0.02% | +18.61% | |
| NKE - NIKE INC | Add 1% ($121.0K) | 1.14% | $14.3M | -28.61% | +1.99% | -21.11% | |
| CSCO - CISCO SYS INC | Reduce 4% $(519.7K) | 1.06% | $13.4M | +18.07% | +0.08% | -6.59% | |
| UNP - UNION PAC CORP | Reduce 2% $(220.4K) | 0.98% | $12.3M | +7.89% | -4.14% | +8.90% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Add 5% ($544.7K) | 0.93% | $11.8M | -3.93% | -12.12% | +12.97% | |
| BLK - BLACKROCK INC | Add 2% ($175.5K) | 0.85% | $10.7M | +38.68% | +4.23% | +30.75% | |
| PLD - PROLOGIS INC. | Reduce 1% $(71.4K) | 0.84% | $10.6M | -0.94% | -8.97% | +5.09% | |
| EQIX - EQUINIX INC | Reduce 2% $(225.0K) | 0.77% | $9.7M | +15.80% | +3.14% | +10.75% | |
| NFLX - NETFLIX INC | Add 5% ($454.6K) | 0.72% | $9.0M | +116.70% | +8.84% | +56.27% | |
| ABBV - ABBVIE INC | 0.67% | $8.5M | +47.86% | -8.31% | +32.53% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 4% ($322.3K) | 0.61% | $7.6M | +55.04% | -5.72% | +41.18% | |
| ABT - ABBOTT LABS | 0.55% | $7.0M | +26.53% | -7.17% | +6.69% | ||
| NEE - NEXTERA ENERGY INC | Add 1% ($88.3K) | 0.50% | $6.3M | +12.70% | -15.78% | +17.11% | |
| BBH - VANECK ETF TRUST | Add 1% ($75.1K) | 0.46% | $5.8M | +1.27% | -6.99% | +11.20% | |
| MRK - MERCK & CO INC | 0.41% | $5.2M | -10.69% | -6.29% | +6.83% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.37% | $4.7M | +37.48% | +0.02% | +21.90% | ||
| BN - BROOKFIELD CORP | Add 11% ($446.4K) | 0.37% | $4.6M | +48.20% | +0.67% | +36.64% | |
| MDLZ - MONDELEZ INTL INC | Add 1% ($43.8K) | 0.36% | $4.5M | -7.34% | -3.41% | -1.20% | |
| PFE - PFIZER INC | Reduce 4% $(124.3K) | 0.27% | $3.4M | -21.67% | -14.72% | -15.26% | |
| XOM - EXXON MOBIL CORP | 0.26% | $3.2M | +3.75% | -5.54% | +10.97% | ||
| WMT - WALMART INC | 0.26% | $3.2M | +62.73% | +6.42% | +39.07% | ||
| DIS - DISNEY WALT CO | Reduce 50% $(2.5M) | 0.20% | $2.5M | +13.63% | +6.75% | +1.71% | |
| AZO - AUTOZONE INC | New Purchase | 0.20% | $2.5M | +40.94% | +6.74% | +25.91% | |
| TSLA - TESLA INC | New Purchase | 0.20% | $2.5M | +3.92% | +1.72% | -10.30% | |
| TROW - PRICE T ROWE GROUP INC | Reduce 1% $(22.4K) | 0.19% | $2.4M | -10.32% | -10.53% | +1.78% | |
| BKNG - BOOKING HOLDINGS INC | Add 4% ($81.0K) | 0.19% | $2.4M | +37.96% | -3.22% | +13.27% | |
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||